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Sponsor portfolio

ALVINE AND ASSOCIATES, INC.

EIN 47-0469868-Latest filing 2025
Plans
5
Retirement
1
$30.1M assets
Welfare
4
$207K premiums
Participants
595
1201 CASS ST - OMAHA, NE 681021124402-346-7007LinkedIn51-200 employees
Plans on this EIN
5 filings
#001401k-$30.1M - 168 part#502Fully Insured-$153K - 302 lives#504Fully Insured-$42K - 98 lives#501Fully Insured-$11K - 115 lives#505Self Funded-0 lives

Benefits portfolio analytics

4 plans / $207K premiums / 515 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$153K
  • Vision$153K
  • Life$11K
  • Other$11K
Total $164K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • PRINCIPAL LIFE INSURANCE COMPANY93%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
Total $164K2 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • INSGROUP INC81%
  • MARSHBERRY CONNECT PLATFORM LLC11%
  • FIRST INSURANCE GROUP LLC8%
Total $14K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ALVINE AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$30.1M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ALVINE AND ASSOCIATES, INC. DENTAL AND VISION PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$153K
Covered lives302
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

ALVINE & ASSOCIATES, INC. SHORT-TERM DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$42K
Covered lives98
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ALVINE AND ASSOCIATES, INC. LIFE AND AD&D PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$11K
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

ALVINE & ASSOCIATES, INC. MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALVINE AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401k$30.1M1682024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ALVINE AND ASSOCIATES, INC. DENTAL AND VISION PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$153K3022025
504ALVINE & ASSOCIATES, INC. SHORT-TERM DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$42K982024
501ALVINE AND ASSOCIATES, INC. LIFE AND AD&D PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$11K1152025
505ALVINE & ASSOCIATES, INC. MEDICAL PLANSelf Funded-$002025
Retirement plans
Welfare plans
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